Banker 2.0 Installation Notes
-----------------------------

This document explains how to install Banker. Please read this document before 
proceeding. If you received Banker on an SSD, you can run Banker directly from 
the SSD by leaving it in one of the two SSD slots in your Series 3a, or by copying 
the complete contents of the Banker SSD to another Solid State Disk.


INSTALLING WITH PSISETUP
-------------------------

Banker Demo comes with a Windows installer called PsiSetup. To install Banker using
PsiSetup, drag the Banker.ctl file to the PsiSetup.exe icon, or just start 
PsiSetup by double clicking on it, and then locate Banker.ctl to begin the 
installation. (Note: PsiSetup is a Windows program.)

Choose the disk on the Psion to install Banker to, and begin. This will install
Banker's files to the correct directories on your Psion.


NON PC INSTALLATION
--------------------

MacIntosh and other non Pc users should refer to the file location list in this document 
for manually copying files.



INSTALLING MANUALLY
-------------------

1. Create a Banker directory on your PC.
2. Copy the Banker 2.0 files from the floppy disk to your PC or other desktop.

             File Locations:
	
Filename		 	Location
=======================================================
Banker_a.opa            \App\ directory
3Bank2_a.opo            \App\Banker\ directory
3Bank3_a.opo            \App\Banker\ directory
3Bank4_a.opo            \App\Banker\ directory
3Bank5_a.opo            \App\Banker\ directory
3bQuick.opo		\App\Banker\ directory
Maineng.opo	 	\App\Banker\ directory
Banker.fon	 	\App\Banker\ directory
Pel.pic                 \App\Banker\ directory
Logo.pic                \App\Banker\ directory
Report.rpt              \App\Banker\Report\ directory
=======================================================


GETTING STARTED WITH BANKER 2.0

Once installed use the help file for a quick reference to new functions. Look
over the menu options to get acquainted with the new features in Banker 2.0

Use the diamond key to switch between the different views in Banker.

There are some special keys in Banker that are not referenced on the menu, but
this is the exception. The <-> minus key is the hot key for the preferences.

        Ctrl<D> = Balance by Data
        Ctrl<B> = Show Current Balance/Cleared/Outstanding
        Ctrl<E> = Use alternate "Enter Data" dialog (Opposite of preferences)


ABOUT GROUPS

It is helpful when starting Banker 2.0 to understand Groups and how they work.
When you open a Banker file from the system screen, you are opening a Banker
Group, not an Account. A Banker Group, not to be confused with a Psion Group,
is a list of Accounts. You create this list by adding new accounts within the
Group. You can also insert Accounts, which means that you can bring in your
existing Accounts from Banker 1.0 if you're upgrading.


CUSTOM CATEGORIES

Quicken users should start out by importing their category list from Quicken,
and then importing it into Banker. You must have at least one account created
first, so...

        1. Create an account
        2. Export Categories only from Quicken (File menu/Export)
        3. Copy the category qif file that you just created to the \Bank
           directory on your Psion.
        4. Start Banker if it's not running.
        5. Open an account in Banker
        6. Choose "Quicken Options", or press the <Q> hotkey.
        7. Choose "Import" and then "Import Categories".
        8. Find the category qif file you copied to your Psion.
        9. Choose a name for you new Banker category list. (maybe Quicken.cat)
       10. Press Enter to start importing your Quicken categories.
       11. Go back to the account list view. (Psion Shift<A>)
       12. Press Psion<U> on each account, and update the category list to be
           used, changing it to use your new Quicken category list.


